New Workpapers - Financial Year end default dates
Reporting period date: full financial year, based on Xero Blue Financial settings' year-end.
Not all the clients' year-ends are the same in South Africa
3
votes
Tinus Viljoen
shared this idea
Thanks so much for sharing this idea. We appreciate you taking the time to let us know how improving the default year end date behaviour in Workpapers would help your workflow 😊
At the moment, you can change the default financial year end month in Workpapers at the practice level, and override it in a client’s workpaper pack when needed.
We can see the value in making this easier and more intuitive, so we’re moving this idea to Gaining Support so we can better understand interest from the community and keep tracking demand for it.
